Systematic, Ongoing Lead Generation

The time has past where mass mail or generic appeals have any effect on individuals, so what we've done is narrow the target window to one person at a time. From identifying targeted leads and reaching out with relevant content, to following up with a direct phone call, we earn permission with a personalized approach and schedule one appointment each week.

ATF™ Monthly Marketing Tactic

WHAT YOU GET

  • BRANDED KITS
  • ONE-TO-ONE PROSPECTING
  • TARGETED LEADS
  • TRACKING AND REPORTING
  • CONVERSION SUPPORT

KEY FEATURES

  • We help you earn permission for contact with each new lead, through the custom-branded Prospecting Toolkit, as well as the letters and hand-written note card included in each package.
  • Each kit is personalized to the individual, so that you can cut through the noise of mass advertising and reach natural market leads.
  • Each lead is sourced through your secondary LinkedIn connections, so that you can earn permission and more easily connect to leads in your natural market.
  • With weekly and monthly reporting, along with regular contact through your ATF Coordinator, you can stay on top of leads, appointments and conversion.
  • We provide the resources and the coaching to support upward trends in your growth and in your rate of success with leads gained through the program.
  • BRANDED KITS

    KEY FEATURES

    We help you earn permission for contact with each new lead, through the custom-branded Prospecting Toolkit, as well as the letters and hand-written note card included in each package.

  • ONE-TO-ONE PROSPECTING

    KEY FEATURES

    Each kit is personalized to the individual, so that you can cut through the noise of mass advertising and reach natural market leads.

  • TARGETED LEADS

    KEY FEATURES

    Each lead is sourced through your secondary LinkedIn connections, so that you can earn permission and more easily connect to leads in your natural market.

  • TRACKING AND REPORTING

    KEY FEATURES

    With weekly and monthly reporting, along with regular contact through your ATF Coordinator, you can stay on top of leads, appointments and conversion.

  • CONVERSION SUPPORT

    KEY FEATURES

    We provide the resources and the coaching to support upward trends in your growth and in your rate of success with leads gained through the program.

Automate your marketing.

As an advisor, there always seems to be something more urgent, more pressing that takes your attention away from marketing. The ATF Monthly Marketing Tactic allows you to rely on a system that runs continuously, while you run your practice. We provide a consistent, predictable process that helps keep you on track to your growth goals by arranging one new appointment every week.

Talk to us about the growth you want to see in your practice.

Get the Focus Interpreter
- it's free.

By identifying what you want to achieve,
we can create the path that will lead you there.

Fill out one of the contact forms below,and we'll help you determine
the next steps to achieving growth in your practice.

You can reach me by phone.

Please send me a Prospecting
Toolkit™ prior to contacting me
Our CAPTCHA question is
OR

You can reach me by email.

Our CAPTCHA question is

*We're reaching out for the purpose of a one-to-one review between you and our team lead.
We don't use auto-senders, put you on an email list or send you spam.